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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,341 | $65,566+4.2% | $86,235-20.8% | $75,177-9.1% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 19.57% | 46.07%-26.5pp | 1170.03%-1150.5pp | 160.75%-141.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,056 | $3,023-32.0% | $3,987-48.4% | $4,126-50.2% |
| Admin fee / account holder | $4,354 | $5,470-20.4% | $6,856-36.5% | $5,651-22.9% |